WINTRUST FINL CORP

Ticker: WTFC CUSIP: 97650W108 Class: Com

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 1,560 Value ($000) $236 Avg Close $132.99 Range $119.61 - $144.70

Q3 2025

Shares 1,617 Value ($000) $214 Avg Close $132.05 Range $121.81 - $141.69

Q2 2025

Shares 1,633 Value ($000) $217 Avg Close $114.70 Range $89.10 - $125.20

Q4 2024

Shares 1,645 Value ($000) $205 Avg Close $123.52 Range $102.34 - $142.04

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,560	$236	$132.99	$119.61 - $144.70
Q3 2025	1,617	$214	$132.05	$121.81 - $141.69
Q2 2025	1,633	$217	$114.70	$89.10 - $125.20
Q4 2024	1,645	$205	$123.52	$102.34 - $142.04